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Inside/Outside Sales Representative

Anchor Capital Management Group, Inc.
Aliso Viejo, CA Full Time
POSTED ON 10/21/2025 CLOSED ON 10/31/2025

What are the responsibilities and job description for the Inside/Outside Sales Representative position at Anchor Capital Management Group, Inc.?

Company Description

Anchor Capital Management Group, Inc. is the advisor of two risk managed mutual funds, helping clients reduce portfolio volatility and achieve better investment outcomes. Known for advanced thinking tailored to modern markets, Anchor Capital is dedicated to providing strategic and effective investment solutions. More information is available at www.anchor-capital.com

Role Description

This is a full-time role for an Internal/external Sales Representative responsible for developing and executing sales strategies for the firm's mutual funds, maintaining relationships with financial advisors, conducting sales calls, presentations, and meeting sales targets. Day-to-day tasks include planning and executing business development activities, conducting calls, meetings and presentations, and providing ongoing support to ensure client satisfaction.

Qualifications

  • Sales skills - encompassing both internal and external sales
  • Experience in Business Planning/CRM
  • Strong communication and interpersonal skills
  • Ability to work independently
  • Proven track record in achieving sales targets
  • Bachelor's degree in business, Finance, or related fields
  • Knowledge of Investments, mutual funds and financial markets are a plus






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Salary.com Estimation for Inside/Outside Sales Representative in Aliso Viejo, CA
$65,158 to $90,359
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